Vice President and Client Relationship Manager
Heather joined our Wichita office in 2012. Her professional career is focused in the specialized area of retirement plan services, with more than 16 years of experience in both the wholesale and retail sides of the industry. Heather became Executive Vice President of Retirement Plan Solutions, Inc. in 2006, following eight years with The Principal Life Insurance Company as Group Account Supervisor. Her background includes plan design consultation, plan provider due diligence, investment and plan reviews, Form 5500 filing, compliance testing, client relationship management and employee education. She earned a Bachelor of Science in Business Administration from Wichita State University, and holds the FINRA Series 7, 63 and 65 examinations for Registered Representatives. Heather's community activities include serving as a director of Habitat for Humanity and a coach for Girls on the Run of Sedgwick County.